ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,913,298 | -12.0% | 23,502 | -9.0% | 0.13% | -8.4% |
| Q2 2023 | $2,174,279 | +4.2% | 25,832 | -3.4% | 0.14% | +1.4% |
| Q1 2023 | $2,086,233 | -3.2% | 26,750 | -10.9% | 0.14% | -7.8% |
| Q4 2022 | $2,155,208 | +6.7% | 30,021 | -0.5% | 0.15% | +2.0% |
| Q3 2022 | $2,020,000 | -13.8% | 30,168 | -7.5% | 0.15% | -12.3% |
| Q2 2022 | $2,344,000 | +131.6% | 32,603 | +179.0% | 0.17% | +151.5% |
| Q1 2022 | $1,012,000 | +98.8% | 11,687 | +113.1% | 0.07% | +65.9% |
| Q4 2021 | $509,000 | -4.0% | 5,483 | -13.9% | 0.04% | -10.9% |
| Q3 2021 | $530,000 | -56.3% | 6,371 | -56.5% | 0.05% | -57.4% |
| Q2 2021 | $1,214,000 | -5.5% | 14,653 | -13.0% | 0.11% | -15.6% |
| Q1 2021 | $1,285,000 | -31.7% | 16,834 | -36.0% | 0.13% | -41.8% |
| Q4 2020 | $1,882,000 | +37.0% | 26,307 | +145.0% | 0.22% | +20.2% |
| Q3 2020 | $1,374,000 | +52.2% | 10,738 | +40.4% | 0.18% | +40.8% |
| Q2 2020 | $903,000 | +7.0% | 7,648 | -11.8% | 0.13% | -2.3% |
| Q1 2020 | $844,000 | +133.8% | 8,668 | +188.7% | 0.13% | +183.0% |
| Q4 2019 | $361,000 | – | 3,002 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |